CWC Advisors, LLC.
- SEC CIK
- 0001520683
- 最新申報
- 2026/7/21
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/23 申報。只含多頭部位。
- 持股檔數
- 121
- 2024 年第 2 季沒有申報
- 總值
- $1.01 億
- 2024 年第 2 季沒有申報
CWC Advisors, LLC. 沒有申報 2024 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GEGeneral Electric Co | Stock | 6,865 | $129.5 萬 | 1.3% | – | – | 歷史 |
| WABWestinghouse Air Brake Technologies Corp | Stock | 7,475 | $135.9 萬 | 1.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 14,142 | $136.0 萬 | 1.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 20,374 | $138.2 萬 | 1.4% | – | – | – |
| QCOMQualcomm Inc | Stock | 8,158 | $138.7 萬 | 1.4% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 31,406 | $142.3 萬 | 1.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,867 | $166.4 萬 | 1.6% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 8,603 | $172.4 萬 | 1.7% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 3,583 | $177.4 萬 | 1.8% | – | – | 歷史 |
| AMGAffiliated Managers Group, Inc. | Stock | 10,692 | $190.1 萬 | 1.9% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 12,506 | $192.6 萬 | 1.9% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 26,733 | $212.3 萬 | 2.1% | – | – | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 75,392 | $220.8 萬 | 2.2% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 24,473 | $240.1 萬 | 2.4% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 27,993 | $245.8 萬 | 2.4% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 17,594 | $353.3 萬 | 3.5% | – | – | – |
| AVGOBroadcom Inc. | Stock | 22,968 | $396.2 萬 | 3.9% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 66,368 | $401.0 萬 | 4.0% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 69,523 | $410.3 萬 | 4.1% | – | – | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 82,805 | $413.5 萬 | 4.1% | – | – | – |
| AAPLApple Inc. | Stock | 24,707 | $575.7 萬 | 5.7% | – | – | 歷史 |